Flow: Ignore Customer Invoice Documents for Truck-Order Not Used (TONU)

Flow created to solve - When a customer invoice is created for a Truck Order Not Used (TONU), we need to automatically set the Ignore Invoice Document Requirements checkbox on the Customer Invoice.

AUTOMATION AND FLOWSREVENOVA

2/17/20251 min read

Use case: We had a carrier click "Decline" on the tender email sent to him. The load went from tendered to unassigned, but no notification came to the broker. We want to notify the broker with a chatter post and notification when this happens.

Flow Label: Carrier Quote - Notify CSR of Rejected Status via Chatter Post

Description: When the carrier quote status is set to Rejected, a Chatter post is created to notify the customer sales rep. The chatter post will be in the Load record feed.

Step 1: Create a Record-triggered Flow

From Setup > Flows > Create New Flow
Select Record-Triggered Flow

Step 2: Configure Start

Object: Customer Invoice Accessorial
Trigger the Flow When: A record is created
Set Entry Conditions: All Conditions are Met (AND)
1. rtms__Accessorial__c Equals insert the 18-character recordId for the Vehicle Ordered Not Used accessorial

Step 3: Update Record element

Label: Set Ignore Invoice Doc Requirements checkbox
How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set fields individually
Object: Customer Invoice
Condition Requirements to Update Records: All Conditions Are Met (AND)
1. Id Equals {!$Record.rtms__Customer_Invoice__r.Id}
Set Field Values for the Customer Invoice Records
1. rtms__Ignore_Invoice_Document_Requirements__c <-- {!$GlobalConstant.True}